WTA
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Washington Trust Advisors’s UDR UDR Stock Holding History

Washington Trust Advisors’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$110K Hold
3,242
– – 0.01% 284
2025
Q4 		$119K Hold
3,242
– – 0.01% 268
2025
Q3 		$121K Hold
3,242
– – 0.01% 263
2025
Q2 		$132K Hold
3,242
– – 0.01% 231
2025
Q1 		$146K Hold
3,242
– – 0.01% 219
2024
Q4 		$141K Hold
3,242
– – 0.01% 223
2024
Q3 		$147K Hold
3,242
– – 0.01% 225
2024
Q2 		$133K Hold
3,242
– – 0.01% 228
2024
Q1 		$121K Hold
3,242
– – 0.01% 233
2023
Q4 		$124K Hold
3,242
– – 0.01% 227
2023
Q3 		$116K Hold
3,242
– – 0.01% 223
2023
Q2 		$139K Hold
3,242
– – 0.01% 204
2023
Q1 		$133K Hold
3,242
– – 0.01% 214
2022
Q4 		$126K Hold
3,242
– – 0.01% 221
2022
Q3 		$135K Hold
3,242
– – 0.01% 241
2022
Q2 		$149K Hold
3,242
– – 0.01% 237
2022
Q1 		$186K Hold
3,242
– – 0.01% 247
2021
Q4 		$194K Buy
+3,242
New +$182K 0.01% 257

Other funds holding UDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return